Joint Planning is Microsoft’s always-on approach for aligning Microsoft Small Medium Enterprises & Channel (SME&C) sellers with partners earlier in the sales cycle to collaborate on customer territory planning and drive co-selling success. This course introduces the fundamentals of Microsoft Partner Center and its role in accelerating the SME&C Territory & Partner Planning (TPP) process through partner Joint Planning enablement. The course also covers how to identify Joint Planning leads within Partner Center and user set up required to effectively manage leads, engage customers, and how to convert these leads into co-sell opportunities, accelerating your pipeline and strengthening your partnership with Microsoft.
Duration - 2 Hours
Level - Beginner
Style - Self paced
Course Type - Sales Ready
Certification - No
Hands on Labs - No
Solution Areas - AI Business Solutions (ABS), Security, Cloud and AI Platforms
This module introduces Joint Planning, how partners and Microsoft align on shared goals, define a clear value proposition, and coordinate execution—and clarifies how it differs from (and complements) co-sell.
This module covers the Partner Center user roles required for Joint Planning and the steps to assign those roles in Partner Center so the right people have access to plan and collaborate effectively.
This module walks through the end-to-end Joint Planning partner experience in Partner Center—covering the lead flow, how to accept and progress leads, and how to convert a lead into an opportunity by creating a referral
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Last Updated 12 Jan 2025